Kairos Capital Managemen
In ancient Greek, Kairos means the right or opportune moment, a moment of undetermined period of time in which something special happens. Kairos Capital Management takes this same approach when managing our clients’ investments. We look for long term investment opportunities in financial markets. These opportunities can appear and vanish swiftly. Focusing on prudently matching these investment opportunities with the needs and risk tolerances of our clients is the cornerstone of our philosophy. Regardless of the type of account - regular investment account, retirement account, living trust or complex trust - Kairos Capital Management has the knowledge, experience and resources to prudently and effectively manage our clients hard earned assets. Working with their estate planning and tax professional, Kairos Capital Management provides the needed investment management services to help meet the long term financial and estate planning goals of each client.
Kairos Capital Management is a wealth management firm offering investment counsel for affluent and high net-worth individuals. President and Chief Investment Officer, Doug Eickerman, brings more than 25 years of trust and investment experience to the firm and is a multi-year winner of the FIVE STAR Best in Client Satisfaction Wealth Manager Award by Seattle Magazine. Mr. Eickerman is a graduate of Whitman College with a degree in Economics and holds the designation of Accredited Investment Fiduciary (AIF). Our Philosophy Our investment philosophy uses the Prudent Investor Rule as its foundation. This Rule requires the monies be invested as a prudent investor would. Each investment management relationship will have a mutually agreed upon investment objective based on the Rule. We apply Modern Portfolio Theory in the construction of the portfolio to meet the agreed upon investment objective. Simply put, Modern Portfolio Theory is a process of reducing risk in a portfolio through diversification both across asset classes and within these asset classes. The base assumption is that the investor desires the maximum possible return on their investment with the lowest possible risk. To desire a higher level of return requires a higher level of risk or assumed price volatility in their investment portfolio. Determining the purpose of the account, distribution needs, time horizon and reviewing all other outside financial resources is crucial to the development of the investment objective. Once this investment objective is established, we will manage to this objective. Building, monitoring and adjusting the portfolio as needed will help in trying to achieve both the short and long term goals of each relationship.
Address: 14205 SE 36th Street, Suite 100, Bellevue, WA 98006, USa
Phone: +1 425 649 1149
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